Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Pershing to Launch NetX360 Mobile Update at Insite
By Joyce HansonPershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors cant match.
May 09, 2013
Top Advisors Sound Off on Tech: NAPFA Conference"How to service high-end clients over and above money management is something were constantly examining," said one advisor.
May 09, 2013
Wearable robots getting lighter, more portableNot yet approved for personal use, robotic walkers must still be used under the supervision of a physical therapist.
May 09, 2013
Consumer discretionary stocks top Russell 2000 sector performerStocks in the Consumer Discretionary sector yielded a return of 33.6 percent.
May 03, 2013
A Generation Flux cheat sheetHow can you adapt to (and thrive in) an environment that's constantly changing? These eight tips can help.
April 29, 2013
Who Are Your Technology Players? Don’t Overlook Your EmployeesYour employeestheir skills, their knowledge, their habits and their responsibilitieswill have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.
April 25, 2013
Fidelity Introduces Cloud-Based Advisor PlatformFidelity found 39% of advisors were currently employing some form of cloud computing.
April 24, 2013
Raymond James Execs on IT: ‘Can’t Slow Down’Top technology execs share latest successes at the independent broker-dealers annual conference in Dallas.